
High Net Worth Client Relationship Manager
2 days ago
We are seeking an experienced Client Relationship Specialist to join our team. In this role, you will be responsible for acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.
The ideal candidate will have excellent communication skills, a deep understanding of the financial markets, and the ability to provide expert advice on investment products such as Mutual Funds, PMS, and AIFs.
Key Responsibilities:
- Acquire and service high net worth clients with a book size of Rs.25Lac and above.
- Provide expert advice on investment products such as Mutual Funds, PMS, and AIFs.
- Develop and maintain strong relationships with clients to increase revenue and grow the business.
- Stay up-to-date with market trends and developments to provide clients with the best possible investment solutions.
Requirements:
- Minimum 3 years of experience in client relationship management or a related field.
- Strong knowledge of the financial markets and investment products.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
- Competitive salary and bonus structure.
- Ongoing training and development opportunities.
- Flexible working hours and remote work options.
Skills:
- Client relationship management.
- Investment products.
- Financial markets.
- Communication and interpersonal skills.
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